Senior Fiduciary Officer
Company | Bank of America |
---|---|
Location | Boston, MA, USA, Charlotte, NC, USA, New York, NY, USA |
Salary | $100100 – $164200 |
Type | Full-Time |
Degrees | Bachelor’s, JD |
Experience Level | Senior |
Requirements
- Thorough knowledge of the business line’s functional structure and products/services set
- Working knowledge of fiduciary principles and their application to internal policies and procedures
- Bachelor’s Degree, J.D. Preferred
- Minimum 3-5 years trust/fiduciary background
- Strong verbal & written presentation skills, including all Microsoft Office software
- Ability to interface with all levels of the business
- Proven ability to meet organizational objectives
- Ability to leverage resources across the organization, driving collaboration and cooperation in order to achieve results
Responsibilities
- Take a leadership role in driving consistent execution of fiduciary management policies, procedures and practices across fiduciary book of accounts
- Plan and organize resources to ensure account-specific and systemic issues are identified and addressed consistently and in a timely manner
- Maintain close relationships with business partner executives to assist senior leaders in balancing business strategy with fiduciary management responsibilities
- Ensure significant issues and trends are effectively communicated and acted upon
Preferred Qualifications
- Attention to Detail
- Issue Management
- Policies, Procedures, and Guidelines Management
- Advisory
- Collaboration
- Corporate Governance Management
- Critical Thinking
- Risk Management
- Interpret Relevant Laws, Rules, and Regulations
- Learning Delivery
- Research
- Written Communications